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Quantamental Research

@quantamental2

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Lowe's ($HD) CFO on JPM's virtual retail conference (4/1). 1. Sees "healthy demand", with shelter-in-place and weather being main drivers 2. Says 2/3 of purchases are non-discretionary 3. Expects little impact to margin due to product shift


read any good books recently? could be any subject - investing, biography, fiction, etc. going on a long trip and recommendations would be appreciated 🙌


can sundar be a war-time ceo?


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Coatue believes that the market is failing to distinguish between technology companies. Upbeat: Snap, Shopify, DoorDash, and Neftlix Downbeat: Pinterest, Wayfair, Lyft, and Roku

EricNewcomer's tweet image. Coatue believes that the market is failing to distinguish between technology companies.

Upbeat: Snap, Shopify, DoorDash, and Neftlix
Downbeat: Pinterest, Wayfair, Lyft, and Roku

tech workers would disagree

FED'S WALLER: WE THINK WE CAN RAISE INTEREST RATES AND NOT HAVE A BIG IMPACT ON UNEMPLOYMENT



crazy how fast rates affect the real economy via tech stocks and their stock based compensation


started a position in $pins today


creator economy is basically affiliate marketing 2.0


$pins not hurt by idfa! too bad they never had a mobile install business


this is going to be a fun year


$pypl investors got caught off guard by deterioration in underlying "net active account" quality but due to the lag (NAA requires tx in last 12 month), number didn't reflect the risk earlier but mgmt should have warned. huge negative for them


$hood taking crypto to regulation-lite country is going to be tough, putting them up against binance/ftx/etoro


so market crashing means people will be coming out retirement and fixing the labor problem?


i know multiples are down...but i think estimates are still too high (and need to come down) so net/net multiples are still probably too high


given the nft backlash at ubisoft, this gme nft marketplace might a little too early


certain vc need to admit their argument has holes and move on....


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